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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,000 | $65,712-34.6% | $57,196-24.8% | $273,972-84.3% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 0.77% | 22.01%-21.2pp | 14.59%-13.8pp | 41.46%-40.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,685 | $3,782-29.0% | $3,096-13.3% | $5,287-49.2% |
| Admin fee / account holder | $43,749 | $4,838+804.3% | $3,141+1293.0% | $10,133+331.8% |